Steven Sklaver (CRD# 5947131) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bridgewater, NJ and has over 12 years of experience in the finance industry. Steven Sklaver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Red Bank, NJ | Aug 2021 - Current | 2 |
| Charles Schwab & Company, Inc. | Red Bank, NJ | May 2017 - Current | 6 |
| Charles Schwab Bank, Ssb | Red Bank, NJ | May 2017 - Sep 2018 | 1 |
| Guardian Life Ins | Tampa, FL | Feb 2017 - May 2017 | < 1 |
| Park Avenue Securities | Tampa, FL | Feb 2017 - May 2017 | < 1 |
| Westshore Financial Group | Tampa, FL | Jan 2017 - May 2017 | < 1 |
| Charles Schwab & Company, Inc. | Sarasota, FL | Dec 2014 - Jan 2017 | 2 |
| Charles Schwab Bank | Sarasota, FL | Dec 2014 - Jan 2017 | 2 |
| Usaa Financial Advisors, Inc. | Tampa, FL | Jun 2011 - Nov 2014 | 3 |
| Usaa Financial Planning Services | Tampa, FL | Jun 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- NJ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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